Oxford Retirement & Estate Planning

06/04/2026

Being named as a successor trustee comes with important responsibilities. 📝

It means being prepared to manage and distribute assets according to the terms of a trust, often during a time when families are already navigating emotional decisions. Without a clear understanding of the role, it can feel overwhelming.

We’re hosting a Successor Trustee course led by Landon Randall at Rio Vista Recreation Center in Peoria. This course will be offered on two dates:
🗓 Wednesday, June 10th from 6–8:30 PM
🗓 Saturday, June 13th from 9 AM–11:30 AM

The goal is to help attendees better understand what to expect and how to approach the role with greater clarity. Select the date that works best and register using the link in our bio.

06/03/2026

There’s a difference between having a plan… and actually understanding it.

That’s where education can make all the difference.💡

Our PREPARE® Complete Retirement Planning Course, led by Dayne Ventrone, is designed to walk through the process in a way that brings everything into focus. This two-part course will be held from 6-9 PM on Wednesdays, June 10th and June 17th at Estrella Mountain Community College.

For $49, the course includes materials, a guided experience, and the opportunity to bring a guest along. It’s a chance to ask questions and build a clearer understanding of what retirement could look like.

📲 Visit the link in our bio to register and attend.

06/02/2026

Medicare can feel like a puzzle: different Parts, timelines, and coverage options can make it hard to know where to begin or what decisions matter most. Learning the basics can go a long way.

We’re hosting a Medicare 101 workshop with our friends at Connie Health.
Tuesday, June 9th⎟3 pm
Sun City Learning Center

It’s a chance to better understand Medicare in an educational setting. 🩺

Click the link in the comments to register and attend.

06/01/2026

When it comes to their finances, most folks don't even know where to start. 🤷

That’s why we created the PREPARE® Complete Retirement Planning Course.

This two-part session, led by Austin Fetch, will take place June 9th and June 16th from 6–9 PM. It’s designed to help make the process easier to understand in a setting focused on education.

🎟 For $49, the course includes materials, a guided experience, and the opportunity to bring a guest along.

If you’ve been meaning to take a closer look at your plan, this is a great place to begin. Check out the link in our bio to register and attend.

05/31/2026

Retirement planning is often treated like a checklist... ☑️

But a strategy works best when it’s viewed as something flexible rather than fixed. As life evolves, goals and priorities tend to evolve as well.

Regularly revisiting a plan can help uncover opportunities to refine and address potential gaps before they become larger issues. 🔍

If you’re interested in learning more, take a look at the article. And if questions come up along the way, our team is always here to help provide clarity.

👉 https://loom.ly/WqogAw4

Explore the reasons behind a retirement checkup and how proactive planning and professional guidance can help you secure your financial future.

05/30/2026

Monty and Tammy checking in from Panama, proudly waving their Dare to Retire® flag!

As they put it best, borrowing a line from John Wick… “I'M WORKING ON IT”.

Retirement isn’t about perfection. It’s about progress, intention, and making the most of each step along the way.

Monty and Tammy, thank you for sharing your adventure with us. It’s always energizing to see clients out there living their dreams! 🌎

05/28/2026

When you think about retirement, it might seem like the end of one chapter and the beginning of another. 💫

Some days, that idea feels exciting. Other days, the “what-ifs” sneak in:
▸ What if the money doesn’t last?
▸ What if healthcare costs go up?
▸ What if I retire sooner than I planned?

These questions don’t have to hold anyone back. With the right strategy, uncertainty can turn into opportunity.

🌅 Ready to explore what’s possible? Dare To Retire®.

05/27/2026

You did everything right; you saved consistently and invested wisely. So why does retirement still feel uncertain?

Because there's more to retirement planning than growing assets, it’s about creating a comprehensive strategy that includes taxes, market swings, longevity, and income needs. A clear plan can help create clarity when the future feels uncertain.

📅 Schedule a complimentary retirement review by calling (623) 933-9508.

05/26/2026

🗣 There’s no shortage of headlines about Social Security.

Some say it’s running out. Others suggest major changes are coming.

At our State of the Economy event, Jeff Bush The Washington Update, offered some clarity. Social Security isn’t going “bankrupt” in the way many people think. The conversation is more about how the system may adjust if changes aren’t made over time.

Clear information can help individuals make more informed decisions about how to prepare for different outcomes.

05/25/2026

Memorial Day is more than a long weekend. It’s a day set aside to remember those who never made it home.

The men and women who gave their lives in service to this country represent a level of sacrifice that’s difficult to put into words. Their courage and commitment continue to shape the freedoms enjoyed every day.

Today, we remember and give thanks to those who gave everything.